# Clearbrook

Clearbrook is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** 21 W 46th St Suite 1507, New York NY 10036, United States
- **Founded:** 1982
- **Assets under management:** Undisclosed
- **Website:** clearbrookglobal.com
- **LinkedIn:** https://www.linkedin.com/company/clearbrook-global-advisors-llc

## Regulatory record

- **CRD number:** 108253
- **SEC file number:** 801-56832
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108253

## About

Clearbrook was founded in 1982 and grew from the Shields family's institutional investment consulting enterprise under Cornelius Shields Sr. The platform later consolidated into its current form and continues to serve wealthy families alongside institutional clients. Elliott Wislar has served as CEO through this evolution. The firm allocates across hedge funds, private equity, real estate and venture strategies. It structures mandates through direct co-investments, SPVs and fund-of-funds vehicles. Confirmed holdings include the Rose Affordable Housing Preservation Fund V REIT and Hancock Timberland IX. The firm partnered with LG Electronics on a $100M strategic investment fund and with AG-Tech on a battery energy storage project in Kazakhstan. Activity spans North America, Europe, Asia and South America. Clearbrook maintains additional offices in Seoul, Oslo and Kuala Lumpur. The team includes members of the Investment Committee and Corporate Group. February 2026: Named Michael J. Caputo as Chief Financial Officer. The firm also supports The Winston Foundation Inc. and maintains ties to the Manhattan Yacht Club through Elliott Wislar. Clearbrook operates with an independent advisory model that separates it from affiliated asset managers. It delivers discretionary OCIO services while preserving client-specific policy oversight. This structure allows the firm to act as an extension of internal staff for organizations lacking dedicated investment resources.

## Sectors

- ClimateTech
- FinTech
- Digital Health
- Energy Transition & Renewables
- Mobility & Transportation
- Supply Chain & Logistics
- Cannabis & Psychedelics

## Offices

- Seoul, South Korea
- Oslo, Norway
- Kuala Lumpur, Malaysia

## People

- Elliott Wislar — CEO
- Michael J. Caputo — Chief Financial Officer
- Allison Daly — Corporate Team
- Jon Chesshire — Investment Committee

## Questions

### Who runs investment decisions at Clearbrook?

Elliott Wislar serves as CEO. The Investment Committee, which includes Jon Chesshire, Harold Sharon and Eric J. Blasberg, evaluates and approves opportunities across venture, private equity and infrastructure strategies.

### How does Clearbrook source proprietary deal flow?

The firm leverages its global chairs council and relationships in Central Asia and Southeast Asia. Partnerships such as the LG Electronics strategic fund and AG-Tech battery project illustrate direct sourcing channels.

### Does Clearbrook participate in fund commitments or only direct deals?

The firm uses both approaches. It commits to funds and also executes direct co-investments and SPVs, including positions in real estate REITs and timberland vehicles.

### What investment stages does Clearbrook typically target?

The firm targets early-stage opportunities alongside later-stage private equity and real asset investments. Its confirmed technology focus includes AI/ML applications within those stages.

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- [GenCrest Capital Partners](https://altss.com/profile/gencrest-capital-partners)
- [10th Mountain](https://altss.com/profile/10th-mountain)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/clearbrook-investment-consulting-llc

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